Wealth Manager Trainee — FINRA Sponsorship

Equitable Advisors; Maryland; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health, Dental & Vision benefits

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life Insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is recruiting a Financial Professional in MD/Columbia to build client relationships, develop financial strategies, and consult on products and services. The role requires in-office presence and emphasizes a balanced schedule, ongoing training, and licensing support through FINRA sponsorship.

Education and licensing standards apply, with focus on client outcomes and collaboration with top performers.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset with a desire to impact others' lives.
• Ability to work with top performers and collaborate effectively.
• Must be authorized to work in the United States.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensuring consistent communication and progress tracking.
• Financial Strategy Development: Understand clients' objectives and risk tolerance to devise personalized strategies with clear recommendations.
• Product and Service Consultation: Discuss financial products and services tailored to clients' situations.
• Location: In-office presence required.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Skills

Client Engagement

Financial Strategy

Product & Service Consultation

Communication Skills

Entrepreneurial Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is recruiting a Financial Professional in MD/Columbia to build client relationships, develop financial strategies, and consult on products and services. The role requires in-office presence and emphasizes a balanced schedule, ongoing training, and licensing support through FINRA sponsorship.

Education and licensing standards apply, with focus on client outcomes and collaboration with top performers.